Kingsview Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.49M | Sell |
47,405
-97
| -0.2% | -$10.9K | 0.07% | 279 |
|
|
2025
Q4 | $5.01M | Sell |
47,502
-82
| -0.2% | -$9.08K | 0.07% | 275 |
|
|
2025
Q3 | $5.45M | Sell |
47,584
-54
| -0.1% | -$5.85K | 0.08% | 254 |
|
|
2025
Q2 | $4.96M | Buy |
47,638
+132
| +0.3% | +$14K | 0.08% | 248 |
|
|
2025
Q1 | $5.18M | Sell |
47,506
-279
| -0.6% | -$28.5K | 0.1% | 212 |
|
|
2024
Q4 | $4.49M | Buy |
47,785
+821
| +2% | +$79.6K | 0.09% | 218 |
|
|
2024
Q3 | $4.52M | Buy |
46,964
+742
| +2% | +$65.8K | 0.1% | 211 |
|
|
2024
Q2 | $3.63M | Buy |
46,222
+12
| +0% | +$975 | 0.09% | 221 |
|
|
2024
Q1 | $3.79M | Sell |
46,210
-479
| -1% | -$38.5K | 0.1% | 205 |
|
|
2023
Q4 | $3.93M | Sell |
46,689
-71
| -0.2% | -$5.85K | 0.12% | 173 |
|
|
2023
Q3 | $3.77M | Buy |
46,760
+588
| +1% | +$51.1K | 0.14% | 177 |
|
|
2023
Q2 | $4.07M | Sell |
46,172
-2,485
| -5% | -$230K | 0.16% | 139 |
|
|
2023
Q1 | $4.61M | Sell |
48,657
-319
| -0.7% | -$29.5K | 0.19% | 113 |
|
|
2022
Q4 | $4.59M | Sell |
48,976
-866
| -2% | -$80K | 0.2% | 127 |
|
|
2022
Q3 | $4.46M | Buy |
49,842
+1,183
| +2% | +$121K | 0.21% | 115 |
|
|
2022
Q2 | $4.9M | Buy |
48,659
+3,024
| +7% | +$307K | 0.23% | 107 |
|
|
2022
Q1 | $4.55M | Sell |
45,635
-155
| -0.3% | -$14.6K | 0.2% | 116 |
|
|
2021
Q4 | $4.45M | Sell |
45,790
-867
| -2% | -$79.3K | 0.19% | 122 |
|
|
2021
Q3 | $4.12M | Buy |
46,657
+246
| +0.5% | +$23.1K | 0.2% | 118 |
|
|
2021
Q2 | $4.19M | Buy |
46,411
+77
| +0.2% | +$7.25K | 0.21% | 116 |
|
|
2021
Q1 | $4.32M | Buy |
46,334
+1,134
| +3% | +$98.9K | 0.25% | 93 |
|
|
2020
Q4 | $4.16M | Sell |
45,200
-1
| -0% | -$97 | 0.3% | 78 |
|
|
2020
Q3 | $4.38M | Sell |
45,201
-638
| -1% | -$59.4K | 0.39% | 65 |
|
|
2020
Q2 | $4.02M | Sell |
45,839
-3,818
| -8% | -$344K | 0.4% | 65 |
|
|
2020
Q1 | $4.38M | Buy |
49,657
+3,324
| +7% | +$320K | 0.59% | 39 |
|
|
2019
Q4 | $4.27M | Buy |
46,333
+543
| +1% | +$49.5K | 0.54% | 50 |
|
|
2019
Q3 | $4.36M | Buy |
45,790
+483
| +1% | +$43.5K | 0.68% | 38 |
|
|
2019
Q2 | $3.78M | Sell |
45,307
-1,777
| -4% | -$143K | 0.63% | 41 |
|
|
2019
Q1 | $3.72M | Buy |
47,084
+314
| +0.7% | +$23.3K | 0.57% | 44 |
|
|
2018
Q4 | $3.24M | Buy |
46,770
+654
| +1% | +$45.9K | 0.71% | 35 |
|
|
2018
Q3 | $3.08M | Sell |
46,116
-200
| -0.4% | -$13.3K | 0.62% | 43 |
|
|
2018
Q2 | $2.99M | Hold |
46,316
| – | – | 0.72% | 38 |
|
|
2018
Q1 | $2.9M | Buy |
46,316
+40,322
| +673% | +$2.5M | 0.72% | 38 |
|
|
2017
Q4 | $398K | Buy |
+5,994
| New | +$402K | 0.14% | 202 |
|
Other funds holding WEC
VCM
VPM
Kingsview Wealth Management's WEC Position: Q1 2026 in Review
Kingsview Wealth Management reduced its WEC Energy (WEC) stake by 0.2% in Q1 2026, selling an estimated $10.9K and leaving 47,405 shares worth $5.49M. The position accounts for 0.07% of the portfolio, ranked #279.
Kingsview Wealth Management first reported a position in WEC in Q4 2017 and has held it in 34 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Kingsview Wealth Management held 47,405 shares of WEC Energy worth $5.49M as of Q1 2026.
- Kingsview Wealth Management sold 97 WEC Energy shares in Q1 2026, an estimated $10.9K.
- WEC Energy made up 0.07% of Kingsview Wealth Management's portfolio in Q1 2026, its #279 holding.
- Kingsview Wealth Management first reported a position in WEC Energy in Q4 2017 and has held it in 34 quarters since.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.